See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $62,632 | $65,365-4.2% | $92,893-32.6% | $72,985-14.2% |
| Participation rate | 45.5% | 68.3%-22.9pp | 76.0%-30.6pp | 69.5%-24.0pp |
| Annual return | 24.84% | 42.10%-17.3pp | 109.41%-84.6pp | 81.00%-56.2pp |
| Employer contribution / active EE | $1,772 | $2,594-31.7% | $3,653-51.5% | $2,440-27.4% |
| Participant deferral / active EE | $4,083 | $3,128+30.5% | $4,236-3.6% | $3,607+13.2% |
| Admin fee / account holder | $604 | $4,251-85.8% | $5,794-89.6% | $5,124-88.2% |